Our capabilities to help build 
your preferred life

Vision, Values & Legacy Discovery

Strategic Life & Financial Planning

Investment Strategy & Oversight

Portfolio Management & Asset Allocation

Liquidity & Cash Flow Planning

Insurance, Risk & Cyber Security

Tax Strategy, Reporting & Compliance

Estate, Trust & Fiduciary Planning

Trust Administration & Governance

Family Governance & Legacy Planning

Philanthropy & Purpose-driven Investing

Business & Transaction Advisory

Life, Lifestyle & Property Management

Personal CFO & Financial Operations

Bryce McDonald

Lover of Work. Liker of Play. Lifelong Learner. Managing Director.


Current Role: As Managing Director, Bryce McDonald ensures Pathstone remains attuned to the evolving needs of the ultra-high-net-worth community. He leads the business development team with a blend of strategic vision and genuine connection, aligning resources to best serve prospective clients and tracking opportunities that drive the firm’s organic growth. Bryce’s leadership is marked by a collaborative spirit and a commitment to keeping Pathstone unified and forward-thinking, always seeking new ways to deepen relationships with the UHNW community and maintain the firm’s relevance in a dynamic marketplace.

Capabilities & Expertise: Bryce brings a rare combination of foresight, empathy, and resourcefulness to his work. He is known for anticipating challenges and offering thoughtful solutions, drawing on both his business acumen and a foundation in psychology to build trust and rapport. His approach is deeply relational—he listens intently, values vulnerability, and believes in the strength of accompaniment, never leaving a colleague or client behind. Bryce’s energy and sense of fun help foster a culture of connection across the firm, while his disciplined work ethic ensures that every client experience is crafted with care and precision.

About a Preferred Life: For Bryce, a meaningful life is one of continual growth and wholehearted engagement—both professionally and personally. He finds fulfillment in giving his all each day, striving to be a trusted leader and a valued teammate. Rather than seeking leisure, Bryce is energized by the pursuit of excellence and the opportunity to help others grow alongside him. He lives by the belief that “practice makes permanent,” embracing each day as a chance to refine his craft and contribute to something greater than himself.

Group

Development & Marketing

Additional Roles

Shareholder

Primary Office